FFM podcast ep17: Chasing pack; Truworths standout; lagging resources; slowing inflation

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In the daring world of Fantasy Fund Manager, the powerhouses of profit aren't where you'd expect. The resource sector is conspicuously absent from the top ten winners' circle, leaving room for unexpected stars like Truworths, soaring 25%. Step into the spotlight and find a diverse top ten roster: three retail titans, four financial juggernauts, a resilient Rand hedge, a dynamic mid and small cap, and a lone tech and communications marvel. But as inflation's fiery pace begins to cool - July's local figures a surprising 4.7% below expectations - can we anticipate a grand performance shuffle? Tune in to this week's podcast, hosted by BizNews' Stuart Lowman. Joining the stage are Grant Morris, the strategic portfolio maestro at ClucasGray Asset Management, and the astute independent financial adviser Brett Rubin. Holding their own within the top echelons - third and sixth, to be precise - both Grant and Brett unveil their blueprints for triumph and what it takes to unseat the reigning maestro, Rene Zietsman. Remember, each dawn of Monday is your chance to pitch your winning stocks. With enticing prizes awaiting, the game is on. Rally your comrades and head over to www.fantasyfundmanager.co.za to register—gratitude to our platinum sponsors, Sharenet, Terebinth Capital, ClucasGray Asset Management, and Money Better. And mark your calendars: Subscribe now to our podcast to keep pulse with every riveting episode. Rest assured, the stock prices discussed remain spot-on from the time of the podcast's riveting recording.
23 Aug 2023 12PM English South Africa Investing · Business News

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